MUHLENKAMP & CO INC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Notable PeopleRonald Muhlenkamp
- Locationwexford, PA
- CIK0001133219
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
26 | $305.65 M | MCK, EQT, BRK.B, RUSHA | 13F-HR | May 13, 2025 | 000113321925000004 | ||
30 | $329.47 M | MCK, EQT, RUSHA, BRK.B | 13F-HR | Feb 13, 2025 | 000113321925000001 | ||
28 | $326.34 M | RUSHA, NMI HLDGS INC, MCK, BRK.B | 13F-HR | Nov 12, 2024 | 000113321924000004 | ||
29 | $320.43 M | MCK, EQT, NMI HLDGS INC, RUSHA | 13F-HR | Jul 17, 2024 | 000113321924000003 | ||
29 | $344.28 M | AVGO, MCK, RUSHA, SLB | 13F-HR | Apr 23, 2024 | 000113321924000002 | ||
29 | $305.71 M | RUSHA, MCK, AVGO, EQT | 13F-HR | Jan 8, 2024 | 000113321924000001 | ||
31 | $289.75 M | SLB, EQT, MCK, OXY | 13F-HR | Dec 6, 2023 | 000113321923000005 | ||
31 | $282.19 M | EQT, MCK, SLB, MTZ | 13F-HR | Jul 14, 2023 | 000113321923000004 | ||
27 | $236.04 M | SLB, EQT, OXY, MCK | 13F-HR | Jan 31, 2023 | 000113321923000003 | ||
27 | $223.96 M | EQT, OXY, MCK, UNH | 13F-HR | Nov 1, 2022 | 000113321922000004 | ||
28 | $213.55 M | EQT, OXY, UNH, MCK | 13F-HR | Jul 18, 2022 | 000113321922000003 | ||
36 | $287.15 M | MCK, EQT, DOW, OXY | 13F-HR | Apr 1, 2022 | 000113321922000002 | ||
35 | $286.94 M | WCC, MCK, MSFT, MCHP | 13F-HR | Mar 29, 2022 | 000113321922000001 | ||
32 | $260.44 M | WCC, MCHP, RUSHA, MCK | 13F-HR | Dec 10, 2021 | 000113321921000007 | ||
33 | $272.61 M | MCHP, DOW, RUSHA, MTZ | 13F-HR | Aug 18, 2021 | 000113321921000006 | ||
33 | $270.35 M | WCC, RUSHA, MCHP, DOW | 13F-HR | Aug 18, 2021 | 000113321921000005 | ||
37 | $248.50 M | RUSHA, MCHP, DOW, MCK | 13F-HR | Feb 11, 2021 | 000113321921000001 | ||
33 | $193.11 M | MTH, GQ9, DOW, MCK | 13F-HR | Nov 13, 2020 | 000113321920000004 | ||
31 | $186.97 M | MSFT, AAPL, GQ9, MCK | 13F-HR | Aug 20, 2020 | 000113321920000003 | ||
37 | $228.82 M | AAPL, MSFT, GQ9, RUSHA | 13F-HR | Feb 20, 2020 | 000113321920000001 | ||
34 | $205.12 M | MSFT, AAPL, GQ9, RUSHA | 13F-HR | Nov 27, 2019 | 000113321919000006 | ||
33 | $205.67 M | MSFT, AAPL, AZO, GQ9 | 13F-HR | Aug 28, 2019 | 000113321919000005 | ||
32 | $211.06 M | MSFT, UNH, BFH, AAPL | 13F-HR | May 23, 2019 | 000113321919000004 | ||
33 | $233.79 M | AAPL, MSFT, BFH, UNH | 13F-HR | Nov 13, 2018 | 000113321918000004 | ||
37 | $262.10 M | AAPL, BFH, MSFT, UNH | 13F-HR | Aug 13, 2018 | 000113321918000003 | ||
37 | $275.65 M | ON, GILD, AAPL, BFH | 13F-HR | May 11, 2018 | 000113321918000002 | ||
73 | $338.44 M | AAPL, ON, MSFT, BFH | 13F-HR | Feb 14, 2018 | 000113321918000001 | ||
75 | $317.58 M | AAPL, ON, GILD, MSFT | 13F-HR | Nov 13, 2017 | 000113321917000007 | ||
78 | $319.25 M | BFH, AAPL, ON, MSFT | 13F-HR | Aug 11, 2017 | 000113321917000006 | ||
81 | $326.25 M | BFH, AAPL, ON, GILD | RESTATEMENT | May 17, 2017 | 000113321917000005 | ||
78 | $316.79 M | BFH, AAPL, ON, GILD | 13F-HR | Feb 9, 2017 | 000113321917000001 | ||
56 | $264.76 M | BFH, GILD, AAPL, ON | 13F-HR | Nov 14, 2016 | 000113321916000011 | ||
54 | $256.04 M | BFH, GILD, AAPL, BMY | 13F-HR | Aug 9, 2016 | 000113321916000010 | ||
53 | $244.97 M | BFH, GILD, AAPL, BMY | 13F-HR | May 12, 2016 | 000113321916000009 | ||
59 | $332.85 M | BFH, JPM, GILD, CE | 13F-HR | Feb 10, 2016 | 000113321916000008 | ||
65 | $340.57 M | BFH, JPM, GILD, AAPL | 13F-HR | Nov 9, 2015 | 000113321915000006 | ||
70 | $462.08 M | BFH, GILD, JPM, CE | 13F-HR | Aug 4, 2015 | 000113321915000005 | ||
67 | $474.76 M | BFH, JPM, GILD, AXL | 13F-HR | May 14, 2015 | 000113321915000002 | ||
71 | $498.70 M | BFH, JPM, GILD, AXL | 13F-HR | Feb 13, 2015 | 000113321915000001 | ||
71 | $553.51 M | BFH, JPM, DAL, GILD | 13F-HR | Nov 14, 2014 | 000113321914000005 | ||
61 | $566.81 M | BFH, DAL, JPM, STT | 13F-HR | Aug 14, 2014 | 000113321914000004 | ||
67 | $568.63 M | BFH, JPM, DAL, STT | 13F-HR | May 14, 2014 | 000113321914000003 | ||
70 | $574.16 M | BFH, JPM, CELG, SAH | 13F-HR | Feb 14, 2014 | 000113321914000001 |